Tools and Technology to Help You Succeed

We know that technology is only effective if it can make you more efficient, we are as focused on the integration of data and software as we are on the actual technology. That means less duplication of effort and more time building your business.

Marketing, Branding and Prospecting Tools

  • Customized print and digital materials
  • Access to web-based prospecting search engine
  • Social media program including a content library and pre-approved campaigns

Training and Development

 Onsite product and sales schools and practice management conferences

ESI Illuminations Advisory Platform

Open architecture platform through Equity Services, Inc.l (ESI) with sophisticated technology that gives you the infrastructure you need to operate your fee-based management practice

ESI Technology Platform

No matter which path you choose, technology plays a role throughout the entire client engagement and management process for today's financial professional – from prospecting to plan implementation and ongoing service & support. ESI will support you in key areas:

  • An Electronic Business Processing Platform
  • Data Aggregation and Reporting through Investigo®
  • Financial Planning tools
  • Leading Client Relationship Management tools
  • Prospecting and Marketing tools
  • Research tools including Wealthscape® and discounted access to Morningstar Advisor Workstation
  • Trading and Account Servicing using Wealthscape®

Mobile App

Access client information anytime, anywhere. You can run illustrations and get notified as your business is processing– all from your mobile device.

Straight-through Processing e-App

Focused on improving productivity, we have introduced e-App for many of our life and annuity products. This offers agents a tool that helps complete apps in Good Order, resulting in fewer follow-up visits with clients.

EZ Underwriting Program

Introduced January 23, 2017, this program represents a seismic shift in underwriting life insurance.

Advanced Markets Support

Our Advanced Markets team specializes in working with high-net-worth individuals, business owners and their families, foreign nationals, along with charitable and nonprofit organizations at no cost to you:

  • Business Planning
  • Charitable Giving Strategies
  • Estate Planning Strategies
  • National Life's CPA Advantage Program
  • Qualified and non-qualified business
  • Trust services through Fidelity